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Podcast: VC10X - Investing, Venture Capital, Asset Management, Private Equity, Family Office
Episode: VC10X Micro - The Great AI Rotation: From SaaS to Semiconductors and Power
Description: Over the past several weeks, nearly $1 to $2 trillion in market value has been erased from software and SaaS equities.At the same time, semiconductor foundries and data center infrastructure companies are demonstrating relative resilience, and in some cases outperforming.This episode examines whether we are witnessing a temporary correction or a structural repricing of the AI technology stack.We break down:• The 20 to 25 percent correction in the S&P 500 Software & Services Index• Why AI-native tooling, including developments from...